Defer a Work Order

Outcome

• Original work order

  The status of the original work order is set to 98-'Deferred'. Operations in status less than 60-'Started' and materials in status less than 70-'Requisition created and allocated' are deleted. Operations in status 70-'Partially reported' or 80-'Stopped' are set to status 90-'Completed'.

  The service history record is set to 90-'Service not performed'.

• New work request

  A new work request with operations, operation elements, and material, is created based on the original work order. If the original work order referred to a non-scheduled service, the work request may have a new start date.

  The new work request is set to status 15 if it refers to a scheduled service, and status 30 if it refers to a non-scheduled service. Status 15 allows the work request to be moved in time according to the service requirements planning (SRP) calculations.

  Operations that are not performed (status lower than 89) with connected material are copied from the original work order to the new work request.

  If you select to redo performed work during the deferral, closed operations (status 90) with connected material are also copied to the new work request.

• Connected MCO

  If the work order is connected to a maintenance customer order (MCO) and if 'Keep ref order' is not selected on the deferral panel, the MCO line status is set to 40 when material or labor transactions are reported in 'Maint CO. Check Preliminary Invoice Spec' (COS170). If no transactions are reported, the status is set to 90.

  The reference on the work order to the MCO in the 'Reference order' field is cleared on the new work request.

  If the reference to the MCO is displayed on the work order in the 'Scheduled number' field, then that reference is kept on the work request for tracking purposes. This is the case if the 040 parameter in 'Work Order Type. Open' (MOS120) is set to 2.

• Connected planned purchase order

  If the work order is connected to a planned purchase order, that planned order is deleted.

Before you start

• The work order must exist in 'Work Order. Open' (MOS100) along with operations in 'Work Order. Open Line' (MOS101).
• The work order cannot be connected to a released purchase order. If a work order is connected to a released purchase order, delete the purchase order first in 'Purchase Order. Open' (PPS200). This restriction also applies to all related services.
• If you change the facility for the new work request, ensure that the service is connected to the new facility in 'Service. Connect to Facility' (MOS301) or to the consolidated facility.

Follow these steps

Follow these steps to defer or transfer a work order referring to non-scheduled service.

You cannot defer or transfer a work order if started operations exist with status 60, material lines exist with status 70 or 80, or the WO has connections to a PO.

There are small differences in what is verified depending on what program the process is started from. If the process is started from (COS101), all (MOS180) records connected to the MCO line are verified. If the process is started from (MOS100), only the selected WO and its related services are verified. If the process is started from (MOS180), the selected service and its related services are verified. These differences affect which error messages are displayed during the process.

1. Use related options from (COS101), (MOS180), (MOS195), or (MOS100) to start 'Service. Defer' (MOS189/E).

2. On the E panel, these parameters are available:
   • New facility

     You can select a different facility to transfer the job. The default value is the same facility.

   • Warehouse

     You can select a different warehouse to transfer the job. If the field is left blank, the main warehouse of the facility is used as the new warehouse.

   • New start date

     You can specify a new start date for non-scheduled services.

     If the service is scheduled, you cannot edit the start date. Instead, the next due meter value and current meter value are displayed. In this case, the new planned WO is created with the same due meter values as originally defined. To edit the start date, you must use the concession functionality in 'Work Request. Open' (MOS170) after completing the deferral or transfer.

   • Transaction reason

     Select a transaction reason which updates (MOS180) to get a history of the reason for the deferral or transfer.

   • Keep reference order

     Select this check box to keep the same MCO reference on the new planned order. When the check box is selected, the MCO line status is not updated.

     When the check box is not selected, the reference order fields on the new planned WO are cleared. The scheduled number remains to specify which MCO it is deferred or transferred from. This behavior applies only when parameter 40 in 'Work Order Type. Open' (MOS120) is set to '2'.

   • Redo performed work

     Use this check box to determine whether already performed operations and reported material lines are copied to the new planned WO. When selected, operations with status 89 or higher, including connected material lines, are copied. Negative material lines (returns) are not copied.

     When selected, applicable related services are also recreated on the new planned WO.

   • Automatic release

     When this check box is selected, the status of the new planned WO is set to 60, and the WO is released directly as a new WO. This setting overrides the planning policy connected to the service in 'Service. Open' (MOS300).

3. When you click Next in 'Service. Defer' (MOS189), some verifications are performed to determine whether the job can be completed in the new facility. If only one service exists on the WO and no issues are detected, the job is deferred or transferred accordingly.

4. If there are more than one service on one or several WOs, 'Work Order Details. Defer' (MOS032) is displayed.

   You can select one or several services to defer or transfer. Warning messages are displayed if the service does not exist in the new or consolidated facility, if the cross reference to work centers are not defined for the new facility, if material does not exist in the new warehouse, or if the reference order does not exist.

5. When one or several services are selected, use the Transfer button to defer or transfer.

Limitations

The new planned WO is always based on the old WO to retain any manual changes. This is an issue if the service is revised after the WO is created. The new planned WO is on the old revision. However, if the service is scheduled, the change is recognized by SRP and replaced with the new revision. In this case, the WO is created in the planning facility, even if it is transferred to another facility. In this scenario, 'Work Request. Transfer' (MOS196) is used.